光模块CPO反复活跃！新易盛冲击七连阳，含“光”量超56%的创业板人工智能ETF（159363）放量冲高逾2%

新浪基金2025-12-03

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！　　3日早盘，光模块CPO等算力硬件继续活跃，新易盛涨超4%冲击七连阳，天孚通信涨超3%，中际旭创涨超1%。光模块CPO含量超56%的创业板人工智能ETF（159363）场内价格一度拉升超2%，有望突破箱体震荡冲击前高，实时成交额超1亿元，环比放量明显。　　消息面上，摩根士丹利在最新研报中表示，供应链调研显示，谷歌TPU...

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Xinyisheng hit Qilianyang, and the GEM artificial intelligence ETF (159363), which contains more than 56% of the \"light\" volume, surged by more than 2%","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159363":1.5,"159915":1.5,"159967":0.6,"159982":1.5,"300502":1.5,"399001":0.6,"399006":1.5,"399300":1.5,"510300":0.6,"510880":0.6,"512510":0.6,"512880":0.6,"515890":0.6,"515980":1.5,"000001.SH":1.5,"000905.SH":0.6,"000300.SH":0.6,"000688.SH":0.6},"content_text":"炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 　　3日早盘，光模块CPO等算力硬件继续活跃，新易盛涨超4%冲击七连阳，天孚通信涨超3%，中际旭创涨超1%。光模块CPO含量超56%的创业板人工智能ETF（159363）场内价格一度拉升超2%，有望突破箱体震荡冲击前高，实时成交额超1亿元，环比放量明显。\n\n　　消息面上，摩根士丹利在最新研报中表示，供应链调研显示，谷歌TPU的产量有望大幅上升。谷歌2027年TPU产量预测从原先的约300万块上调至500万块，上调幅度达67%；将2028年TPU产量预测从原先的约320万块上调至700万块，上调幅度高达120%。\n　　中泰证券认为，谷歌凭借从芯片（TPU）、网络（OCS）、模型（Gemini）到应用（云计算/搜索/广告等）的完整技术闭环，构建起强大的AI护城河，并推动资本开支持续增长。随着TPU出货量预期上修、OCS渗透率提升以及1.6T光模块放量，光模块CPO相关硬件供应商将迎来重大发展机遇。\n　　此外，根据国盛证券调研，算力产业链高景气周期背景下，光模块头部厂商在大陆和泰国加速扩产，预计光模块行业2026年一季度将迎来产能集中释放，驱动业绩进入新一轮爬坡期。该机构表示，继续看好算力板块，坚定推荐算力产业链相关企业，如光模块行业龙头。\n　　展望后市，华安证券指出，AI产业景气趋势明确，短期调整压力提供下阶段行情良好布局时机，作为本轮最核心主线信心不动摇。配置上，关注算力+AI应用。以算力基建为核心的新一轮成长产业景气周期获证实，目前行情仅行至早前期，短期良性调整压力仍在，但属于产业行情节奏的正常演绎，并不改变其中长期主线地位。\n　　把握算力+AI应用核心机会，建议重点关注全市场首只创业板人工智能ETF（159363）及场外联接（A类023407、C类023408），标的指数重点布局光模块龙头“易中天”，光模块含量最新超56%。从赛道分布看，逾七成仓位布局算力，超两成仓位布局AI应用，能够高效捕捉AI主题行情。（截至2025.11.30）\n　　数据来源：沪深交易所等。注：“全市场首只”是指首只跟踪创业板人工智能指数的ETF。\n　　风险提示：创业板人工智能ETF华宝被动跟踪创业板人工智能指数，该指数基日为2018.12.28，发布日期为2024.7.11。创业板人工智能指数2020-2024年年度涨跌幅分别为：20.1%、17.57%、-34.52%、47.83%、38.44%，指数成份股构成根据该指数编制规则适时调整，其回测历史业绩不预示指数未来表现。文中指数成份股仅作展示，个股描述不作为任何形式的投资建议，也不代表管理人旗下任何基金的持仓信息和交易动向。基金管理人评估的本基金风险等级为R4-中高风险，适宜积极型（C4）及以上的投资者，适当性匹配意见请以销售机构为准。任何在本文出现的信息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，投资人须对任何自主决定的投资行为负责。另，本文中的任何观点、分析及预测不构成对阅读者任何形式的投资建议，亦不对因使用本文内容所引发的直接或间接损失负任何责任。基金投资有风险，基金的过往业绩并不代表其未来表现，基金管理人管理的其他基金的业绩并不构成基金业绩表现的保证，基金投资须谨慎。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：宋雅芳","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2588932740","isCrawlerRequest":true}